Institutional Ownership Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moerus Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
73,983
shares
|
$1.54 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
69,900
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69,218
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
68,944
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
68,256
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
67,876
shares
|
$1.41 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,757
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
63,316
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
58,639
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
57,913
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2025
Reduced 5.32%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
50,598
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
50,243
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
49,676
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
46,539
shares
|
$968,011
0.01% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,161
shares
|
$960,148
0.02% of portfolio
|
Q3 2025
Added 84.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,990
shares
|
$956,592
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
45,100
shares
|
$938,080
0.08% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
43,083
shares
|
$896,126
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
42,372
shares
|
$881,337
0.0% of portfolio
|
Q3 2025
Reduced 33.25%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
41,052
shares
|
$853,881
0.38% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
40,161
shares
|
$835,348
0.27% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
39,724
shares
|
$826,259
0.14% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
38,439
shares
|
$799,531
0.14% of portfolio
|
Q3 2025
Added 1110.3%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
36,792
shares
|
$765,273
0.0% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,762
shares
|
$702,249
0.0% of portfolio
|
Q3 2025
Added 18.35%
|
|